Hi,
Can some one please provide me links to some helpful information and guides of "How to integrate Xero with Dynamics 365 crm" through Power Automate and APIs.
I cant find much information on this.
I have a task to achieve the following requirements of automating the invoicing creation from Dynamics CRM to Xero utilising Xero API and Power Automate workflow
o Clean up the current invoice Status Field and creating new invoice status value for automation purpose
o Once the status has changed to the value indicated when creating an invoice in Xero, a string of actions would be processed by Power Automate workflow in the order below:
1. Create draft invoice in xero
2. Add the invoice number back into Dynamics invoice record
3. Change status field to "fulfilled" o Once an invoice has been paid in Xero, if the invoice number could be found in Dynamics CRM, the invoice status would be changed to Paid automatically. This is enabled through Xero Webhook service and Power Automate.
o To make the automation works, an initial data load would be required from Xero to Dynamics to capturing Accounts and Contact Xero Unique Identifier in Dynamics
